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"I didn't notice that new company information had been added..."
"Honestly, checking the HubSpot management screen every time is a hassle..."
Have you ever felt this way? Missing data updates can lead to a time lag in understanding the latest information or cause issues by referencing outdated information.
That's why we recommend the system that automatically notifies Slack of HubSpot data!
For example, if a notification like "Company ○○ has been registered!" is promptly sent to Slack when a new customer is registered, you can immediately grasp the latest information, making sales activities smoother. This saves you the trouble of checking the HubSpot screen each time, improving work efficiency!
In this article, we introduce a method to easily build an automatic notification system without programming. You can set it up quickly without spending much time, so be sure to check it out until the end.
Yoom already has templates ready for integrating HubSpot and Slack. If you want to try it right away, click "Try it" on the banner below to get started!
There are various ways to automatically notify Slack with different types of HubSpot data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the template you're interested in and create a Yoom account to experience automatic notifications right away. Registration takes just 30 seconds, so feel free to give it a try!
It is possible to automatically notify Slack with various HubSpot data.
For example, when company information, contact information, or deal information is registered in HubSpot, that information can be timely notified to Slack.
The big advantage of automatic notifications is that they help prevent sharing omissions and errors, allowing for smooth and accurate information sharing.
This flow automatically notifies Slack when a response is received on a HubSpot form.
By being able to timely grasp form submissions, you can expect to speed up your response.
This is recommended for those who want to quickly understand form submissions to achieve rapid customer response, or for those who want to catch business opportunities based on form submission information and achieve efficient marketing activities.
This flow automatically notifies Slack with HubSpot data that matches specific conditions. For example, it is possible to automatically notify Slack of changes in the deal stage promptly. By sharing deal progress in a timely manner and strengthening team collaboration, it supports more effective marketing activities.
Let's get started on creating a flow that automatically notifies Slack with data from HubSpot!
This time, we'll proceed with the setup using Yoom in a no-code manner!
If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that "notifies Slack when a new company is registered in HubSpot".
The creation process is broadly divided into the following steps.
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps, then click .
2. A list of apps that can be integrated with Yoom will be displayed. You can also search for the app you want to register in My Apps by entering the app name in the search box!
Let's quickly register HubSpot as a My App!
Enter "HubSpot" in the search box, and when the HubSpot icon appears, click on it.
1. Click on "Sign in to your HubSpot account".
2. The login screen will appear, so log in to the account you want to integrate with Yoom.
For detailed instructions on registering My Apps with HubSpot, please refer to the following link.
How to Register My Apps with HubSpot
Similarly, use the search function to find Slack and click on the Slack icon.
1. The login screen will appear, so enter the URL of the workspace you want to integrate with Yoom.
2. Select the channel to post to from the dropdown menu.
Once you've selected the channel, click "Allow".
For more details on registering My Apps with Slack, please refer to here.
Once My Apps registration is successful, a text like the one below will be displayed.
Make sure that the HubSpot and Slack icons are displayed in the My Apps list.
Now, let's proceed with setting up the Flowbot! To make it easy to set up, we will use a template.
Click on "Try it" in the banner below.
Clicking will automatically copy the template to your Yoom screen.
※The copied template will be stored in "My Projects".
Click "OK" to proceed with the setup!
First, set up the app trigger so that when new company information is registered in HubSpot, the flowbot will automatically start.
Click "When a new company is created" at the top of the template.
Select the HubSpot account to integrate with and choose "When a new company is created" as the trigger. Once the setup is complete, click "Next".
Set the trigger activation interval! You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, so it is reassuring to check in advance in this article.
Once the setup is complete, conduct a test. Register new company information in HubSpot.
(For testing purposes, fictitious information such as "Test Corporation" or "Test Taro" is acceptable!)
After registration, return to the Yoom screen and click "Test".
If the test is successful, the company information registered in HubSpot will be obtained as output as shown below.
If you are wondering "What is output?", check the details from the link below.
About Output
Once you have confirmed that the information is correctly obtained, click "Save".
Finally, set up automatic notifications to Slack for company information registered in HubSpot.
Click "Send message to the channel".
Select the Slack account to integrate with and choose "Send a message to the channel" as the action. Once the setup is complete, click "Next".
Set each item.
Once the setup is complete, click "Test" to confirm that the notification is actually delivered to Slack. After confirmation, please "Save".
Thank you for your hard work! This completes all the settings.
Once the setup is complete, a pop-up like the one below will be displayed.
Click "Turn on the trigger" to start the flowbot and check if it operates correctly.
These were the steps to create a flowbot that notifies Slack when a new company is registered in HubSpot!
In addition to integration with Slack, it is possible to automate various tasks using HubSpot's API. If you are interested, please try these as well!
It is possible to automatically notify communication tools of HubSpot information or update HubSpot data based on information from other databases. Additionally, you can automatically create meetings based on HubSpot data and send details via email.
It is possible to automatically notify Slack with various data by integrating with a variety of useful tools. For example, you can automatically notify calendar events, database updates, cloud storage updates, and even task management tool information.
How was it? By automating notifications from HubSpot to Slack, your team's workflow will become much smoother. This reduces the "effort of checking" in daily tasks and facilitates information sharing. Additionally, it prevents omissions and input errors, allowing for accurate information sharing, which is a significant advantage.
With Yoom, what seems like a complex automation of notifications can be achieved effortlessly with no code.
If you're wondering, "Can it really be set up in a short time?" or "What else can be automated?" please create a free account first. Registration takes just 30 seconds! Once registered, you can immediately experience setting up automation for various business processes.
The flow can be customized freely, so the possibilities are endless depending on your ideas! Please build the optimal automation flow that suits your company's operations.
Wouldn't you like to make your daily tasks easier and more efficient with Yoom?
Feel free to try it out and experience the improvement in operational efficiency through automation!
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